Retirement Plan Advisors Services, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 111392
- Registered since
- August 17, 2001
- Website
- retirementplanadvisors.com
Firm profile
FINTRXOverview
Retirement Plan Advisors Services, LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm’s public profile is sparse: it is classified as unclassified in the snapshot data and is not designated as a capital allocator. The firm does not identify as an active ESG investor. Additional snapshot flags indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Matthew Frank
Chief Compliance OfficerCRD 5789235
Contacts
3 of 3
Brett Pendleton
Vice PresidentCRD 5842915
Joshua Schwartz
PresidentCRD 1730472
Walter Costenbader
FinOpCRD 1828345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 29 E Madison St
- Time zone
- CT (UTC-6)
- Office locations
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